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FESM vs BKLC

Fidelity Enhanced Small Cap Core ETF vs BNY Mellon US Large Cap Core Equity ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

BKLC

BNY Mellon US Large Cap Core Equity ETF

BNY Mellon

Annual cost

0.00%

Fund size

$5.3B

Key differences

  • BKLC costs 0.28% less per year.
  • FESM follows a index enhanced strategy; BKLC uses index tracking.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMBKLC
Annual cost (TER)0.28%0.00%
Fund size (AUM)$5.0B$5.3B
Since20072020
Dividend yield0.55%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+52.9%+29.3%
CAGR 3YN/A+24.1%
CAGR 5YN/A+14.4%
Sharpe 3YN/A1.28
Volatility 1Y19.05%12.26%
Max drawdown-26.93%-26.14%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FESM and BKLC